Position in DOCS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$622
+$226 QoQ
Shares Held
30
+76.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#334
of 355 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026IMA Advisory Services, Inc. holds $7,767 across 4 Health Information Services names. DOCS ranks #3 (8.0% of the industry book) .
All Filings in DOCS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622 | 30 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $396 | 17 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,062 | 24 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||